One of Salesbuildr's 'CRM' features provides a way for you to create rich-text email templates and then be able to send the email template to one or multiple contacts with just a few clicks.
Overview of Steps
Create new email template or use an existing template.
Select contact or multiple contacts as recipients
Select send email
Choose template
Send
Step 1
Navigate to Quotes --> Snippets. You will create your email template
Step 2
Select New Custom Template
Step 3
Enter a Name, Subject, and create your email template message. CLICK SAVE to save your template.
If you need to edit an existing temple, use the pencil icon, edit and save your changes. You may also DELETE a template using the red trash can icon under Action.
Step 3
Navigate to Contacts - Search for, or select single or multiple contacts as recipients
Step 4
Next, Select
Step 5
Select the template you created in Step 1 or choose from an existing template. Click CONFIRM to send.
